IAG Wealth Partners LLC Increases Stock Holdings in Simplify Managed Futures Strategy ETF $CTA

IAG Wealth Partners LLC raised its stake in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 4.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 811,968 shares of the company’s stock after purchasing an additional 35,670 shares during the quarter. Simplify Managed Futures Strategy ETF accounts for 2.6% of IAG Wealth Partners LLC’s investment portfolio, making the stock its 13th biggest holding. IAG Wealth Partners LLC owned about 1.84% of Simplify Managed Futures Strategy ETF worth $22,134,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in shares of Simplify Managed Futures Strategy ETF by 39.5% in the fourth quarter. Brighton Jones LLC now owns 27,251 shares of the company’s stock valued at $760,000 after buying an additional 7,710 shares in the last quarter. Royal Bank of Canada boosted its stake in shares of Simplify Managed Futures Strategy ETF by 86.3% in the first quarter. Royal Bank of Canada now owns 104,993 shares of the company’s stock valued at $3,108,000 after buying an additional 48,646 shares in the last quarter. NewEdge Advisors LLC purchased a new stake in shares of Simplify Managed Futures Strategy ETF in the first quarter valued at approximately $321,000. Northwestern Mutual Wealth Management Co. purchased a new stake in shares of Simplify Managed Futures Strategy ETF in the second quarter valued at approximately $88,000. Finally, Baird Financial Group Inc. boosted its stake in shares of Simplify Managed Futures Strategy ETF by 164.0% in the second quarter. Baird Financial Group Inc. now owns 74,832 shares of the company’s stock valued at $2,001,000 after buying an additional 46,482 shares in the last quarter.

Simplify Managed Futures Strategy ETF Stock Performance

Simplify Managed Futures Strategy ETF stock opened at $29.58 on Tuesday. Simplify Managed Futures Strategy ETF has a 1-year low of $26.36 and a 1-year high of $32.76. The stock’s 50 day moving average price is $30.37 and its 200 day moving average price is $28.97.

Simplify Managed Futures Strategy ETF Profile

The Simplify Managed Futures Strategy ETF (CTA) is an exchange-traded fund that mostly invests in global macro alternatives. The fund seeks absolute returns that have low correlation to the equities market. The actively managed fund uses futures in commodity, currency, and fixed income. CTA was launched on Mar 7, 2022 and is managed by Simplify.